Plante Moran Financial Advisors, LLC Purchases in Q1 2025

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
0
New
$75.42 - $88.95 $0 - $0
0 $0
IGT
International Game Technology PLC

Consumer Cyclical
14
New
$16.24 - $18.35 $227 - $257
14 $0
Arista Networks Inc Com Shs
5
New
N/A
5 $0
WYNN
Wynn Resorts LTD

Consumer Cyclical
3
New
$77.0 - $93.47 $231 - $280
3 $0
LYV
Live Nation Entertainment, Inc.

Communication Services
4
New
$115.79 - $154.66 $463 - $619
4 $0
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
25
New
$38.82 - $64.98 $971 - $1.62K
25 $0
Sandisk Corp Com
11
New
N/A
11 $0
SCHK
Schwab Strategic Tr 1000 Index

ETFs
0
New
$26.53 - $29.63 $0 - $0
0 $0
DPZ
Dominos Pizza Inc

Consumer Cyclical
0
New
$402.33 - $489.71 $0 - $0
0 $0
T. Rowe Price Growth ETF
1.1K
New
N/A
1.1K $0
T. Rowe Price Small Mid Cap ETF
341
New
N/A
341 $0
Pimco Multisector Bond Active Exchange Traded Fund
145
New
N/A
145 $0
RLI
Rli Corp

Financial Services
30
+ 100.0%
$71.75 - $163.21 $2.15K - $4.9K
60 $4K
SPGI
S&P Global Inc.

Financial Services
0
New
$478.26 - $543.77 $0 - $0
0 $0
IONQ
Ion Q, Inc.

Technology
26
New
$18.27 - $51.07 $475 - $1.33K
26 $0
T. Rowe Price Capital Appreciation Equity ETF
1.71K
New
N/A
1.71K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
59
New
N/A
59 $0
ENZL
Ishares Tr Msci New Zealand Et

ETFs
0
New
$41.75 - $46.05 $0 - $0
0 $0
NU
Nu Holdings Ltd.

Financial Services
74
New
$10.12 - $13.95 $749 - $1.03K
74 $0
CGGO
Capital Group Global Growth Eq

ETFs
32
New
$28.33 - $30.84 $907 - $987
32 $0
Ge Healthcare Technologies Inc Common Stock
50
+ 16.78%
N/A
348 $0
MLM
Martin Marietta Materials Inc

Basic Materials
2
New
$460.39 - $552.64 $921 - $1.11K
2 $0
APH
Amphenol Corp

Technology
28
+ 5.58%
$61.62 - $78.55 $1.73K - $2.2K
530 $34K
Arm Holdings PLC Sponsored Ads
1.25K
+ 42.23%
N/A
4.21K $0
Capital Group Dividend Growers ETF
32
New
N/A
32 $0
FDEM
Fidelity Emerging Markets Mult
58
New
N/A
58 $0
Tempus Ai Inc Cl A
76
New
N/A
76 $0
FMIL
Fidelity Covington Tr New Mill
33
New
N/A
33 $0
Ge Vernova Inc Com
38
+ 15.77%
N/A
279 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
20
New
$36.63 - $37.45 $733 - $749
20 $0
Atlassian Corporation Cl A
150
New
N/A
150 $0
Ishares Bitcoin Trust ETF
987
+ 94.81%
N/A
2.03K $0
Fidelity Wise Origin Bitcoin Fund
200
+ 10.79%
N/A
2.05K $0
STRV
Ea Ser Tr Strive 500 ETF
855
New
N/A
855 $0
Fidelity Enhanced Small Cap ETF
167
New
N/A
167 $0
Digital Ally Inc Com New
827
New
N/A
827 $0
CGMU
Capital Group Core Plus Income
107
New
N/A
107 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
9
+ 0.37%
$156.61 - $168.02 $1.41K - $1.51K
2.42K $387K
MTH
Meritage Homes Corp

Consumer Cyclical
165
+ 100.0%
$69.41 - $152.01 $11.5K - $25.1K
330 $23K
IYW
Ishares Dj Us Tech ETF

ETFs
202
+ 12.04%
$140.44 - $166.79 $28.4K - $33.7K
1.88K $264K
FANG
Diamondback Energy, Inc.

Energy
7
+ 0.68%
$139.9 - $180.18 $979 - $1.26K
1.04K $165K
PH
Parker Hannifin Corp

Industrials
4
+ 1.02%
$591.65 - $707.05 $2.37K - $2.83K
396 $240K
NX
Quanex Building Products Corp

Industrials
8
+ 0.45%
$18.54 - $24.18 $148 - $193
1.81K $33K
NKE
Nike, Inc.

Consumer Cyclical
110
+ 7.7%
$63.29 - $81.72 $6.96K - $8.99K
1.54K $97K
ITOT
Ishares Core S&P Total U.S. St

ETFs
281
+ 3.99%
$120.29 - $134.6 $33.8K - $37.8K
7.33K $894K
AVGO
Broadcom Inc.

Technology
685
+ 33.45%
$167.43 - $244.7 $115K - $168K
2.73K $457K
XLY
Select Sector Spdr Consumer Di

ETFs
89
+ 6.77%
$192.6 - $233.2 $17.1K - $20.8K
1.4K $277K
MRVL
Marvell Technology, Inc.

Technology
80
+ 16.7%
$61.57 - $126.06 $4.93K - $10.1K
559 $34K
EMR
Emerson Electric CO

Industrials
195
+ 6.83%
$108.64 - $131.17 $21.2K - $25.6K
3.05K $334K
Activity Summary
Buys All Purchases 214 New Holdings 95 Increased Positions 119 Sells All Sells 229 Reductions 224 Sold out 5 Options Calls 0 Puts 0
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